Trust, Fiduciary, and Administrative Services

Helping You Simplify Wealth Management

A custom-crafted and well-executed wealth management plan can help you simplify administration, strengthen family harmony, reduce transfer taxes, ease wealth transfer, and maintain family vision. With years of experience and our focus on listening to clients, Abbot Downing will help you and your family develop an appropriate long-term plan to meet your goals.

Objectivity, flexibility, and discretion are the cornerstones of every client relationship.

The Abbot Downing Difference

DEDICATED TEAM

There is no substitute for experience. Our dedicated team successfully manages real and non-liquid assets. We have deep knowledge in managing the full impact of wealth, from managing real and non-liquid assets to providing comprehensive fiduciary knowledge and solutions.

STREAMLINED ADMINISTRATION

Our customized solutions help make managing your wealth more efficient, allowing you more time to focus on the things that matter most.

As a professional trustee, we work closely with you, your family, and your advisors to administer complex multigenerational trusts. We craft plans designed to consider potential tax implications and streamline administration.

​Comprehensive Financial Reporting

Through the CEO portal, you can easily view your wealth across all assets, custodians, managers, entities, and generations. The CEO portal securely and conveniently gathers and displays all of your financial information and delivers it to you in one place. We act as your global advisor, leveraging the information garnered for strategic decision making.

Financial Administration

Our customized solutions provide an efficient way of managing your wealth by streamlining administrative details of accounts and services.